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Side-by-side financial comparison of Allegion (ALLE) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $935.4M, roughly 1.1× DONALDSON Co INC). Allegion runs the higher net margin — 14.3% vs 12.2%, a 2.1% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.3% vs 3.9%). Allegion produced more free cash flow last quarter ($200.5M vs $111.2M). Over the past eight quarters, Allegion's revenue compounded faster (7.5% CAGR vs 3.3%).
Allegion plc manufactures and sells mechanical and electronic security products and solutions worldwide. The company offers door closers, controls, and exit devices; locks, locksets, portable locks, and key systems and services; electronic security products and access control systems; time, attendance, and workforce productivity systems; doors and door systems; and other accessories. The company sells its products and solutions to end-users in commercial, institutional, and residential facili...
Donaldson Company, Inc. is a filtration company engaged in the production and marketing of filtration products used in a variety of industry sectors, including commercial/industrial, aerospace, chemical, alternative energy (windmills), food & beverage, and pharmaceuticals. Also the company's research division, located in Minneapolis, Minn., participated in defense-related projects for various military applications.
ALLE vs DCI — Head-to-Head
Income Statement — Q4 2025 vs Q1 2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $935.4M |
| Net Profit | $147.5M | $113.9M |
| Gross Margin | 44.5% | 35.2% |
| Operating Margin | 20.3% | 16.0% |
| Net Margin | 14.3% | 12.2% |
| Revenue YoY | 9.3% | 3.9% |
| Net Profit YoY | 2.4% | 15.1% |
| EPS (diluted) | $1.70 | $0.97 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.0B | $935.4M | ||
| Q3 25 | $1.1B | $980.7M | ||
| Q2 25 | $1.0B | $940.1M | ||
| Q1 25 | $941.9M | $870.0M | ||
| Q4 24 | $945.6M | $900.1M | ||
| Q3 24 | $967.1M | $935.4M | ||
| Q2 24 | $965.6M | $927.9M | ||
| Q1 24 | $893.9M | $876.7M |
| Q4 25 | $147.5M | $113.9M | ||
| Q3 25 | $188.4M | $114.3M | ||
| Q2 25 | $159.7M | $57.8M | ||
| Q1 25 | $148.2M | $95.9M | ||
| Q4 24 | $144.1M | $99.0M | ||
| Q3 24 | $174.2M | $109.7M | ||
| Q2 24 | $155.4M | $113.5M | ||
| Q1 24 | $123.8M | $98.7M |
| Q4 25 | 44.5% | 35.2% | ||
| Q3 25 | 45.8% | 34.5% | ||
| Q2 25 | 45.6% | 34.2% | ||
| Q1 25 | 44.9% | 35.2% | ||
| Q4 24 | 44.1% | 35.5% | ||
| Q3 24 | 44.7% | 35.8% | ||
| Q2 24 | 44.4% | 35.6% | ||
| Q1 24 | 43.8% | 35.2% |
| Q4 25 | 20.3% | 16.0% | ||
| Q3 25 | 21.8% | 15.5% | ||
| Q2 25 | 21.5% | 9.3% | ||
| Q1 25 | 20.9% | 14.4% | ||
| Q4 24 | 19.5% | 14.5% | ||
| Q3 24 | 22.2% | 15.6% | ||
| Q2 24 | 21.6% | 15.5% | ||
| Q1 24 | 19.3% | 14.8% |
| Q4 25 | 14.3% | 12.2% | ||
| Q3 25 | 17.6% | 11.7% | ||
| Q2 25 | 15.6% | 6.1% | ||
| Q1 25 | 15.7% | 11.0% | ||
| Q4 24 | 15.2% | 11.0% | ||
| Q3 24 | 18.0% | 11.7% | ||
| Q2 24 | 16.1% | 12.2% | ||
| Q1 24 | 13.8% | 11.3% |
| Q4 25 | $1.70 | $0.97 | ||
| Q3 25 | $2.18 | $0.97 | ||
| Q2 25 | $1.85 | $0.48 | ||
| Q1 25 | $1.71 | $0.79 | ||
| Q4 24 | $1.65 | $0.81 | ||
| Q3 24 | $1.99 | $0.90 | ||
| Q2 24 | $1.77 | $0.92 | ||
| Q1 24 | $1.41 | $0.81 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $356.2M | $210.7M |
| Total DebtLower is stronger | $2.0B | $671.5M |
| Stockholders' EquityBook value | $2.1B | $1.5B |
| Total Assets | $5.2B | $3.0B |
| Debt / EquityLower = less leverage | 0.96× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | $210.7M | ||
| Q3 25 | $302.7M | $180.4M | ||
| Q2 25 | $656.8M | $178.5M | ||
| Q1 25 | $494.5M | $189.1M | ||
| Q4 24 | $503.8M | $221.2M | ||
| Q3 24 | $878.9M | $232.7M | ||
| Q2 24 | $747.5M | $223.7M | ||
| Q1 24 | $391.8M | $193.8M |
| Q4 25 | $2.0B | $671.5M | ||
| Q3 25 | $2.1B | $630.4M | ||
| Q2 25 | $2.1B | $638.8M | ||
| Q1 25 | $2.0B | $514.7M | ||
| Q4 24 | $2.0B | $538.6M | ||
| Q3 24 | $2.4B | $483.4M | ||
| Q2 24 | $2.4B | $481.8M | ||
| Q1 24 | $2.0B | $352.0M |
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.4B | $1.4B |
| Q4 25 | $5.2B | $3.0B | ||
| Q3 25 | $5.2B | $3.0B | ||
| Q2 25 | $4.9B | $3.0B | ||
| Q1 25 | $4.6B | $3.0B | ||
| Q4 24 | $4.5B | $3.0B | ||
| Q3 24 | $5.0B | $2.9B | ||
| Q2 24 | $4.8B | $2.9B | ||
| Q1 24 | $4.3B | $2.8B |
| Q4 25 | 0.96× | 0.44× | ||
| Q3 25 | 1.07× | 0.43× | ||
| Q2 25 | 1.16× | 0.44× | ||
| Q1 25 | 1.24× | 0.33× | ||
| Q4 24 | 1.33× | 0.35× | ||
| Q3 24 | 1.53× | 0.32× | ||
| Q2 24 | 1.69× | 0.32× | ||
| Q1 24 | 1.49× | 0.26× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $240.1M | $125.4M |
| Free Cash FlowOCF − Capex | $200.5M | $111.2M |
| FCF MarginFCF / Revenue | 19.4% | 11.9% |
| Capex IntensityCapex / Revenue | 3.8% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.63× | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | $125.4M | ||
| Q3 25 | $229.5M | $167.8M | ||
| Q2 25 | $209.7M | $87.7M | ||
| Q1 25 | $104.5M | $90.4M | ||
| Q4 24 | $219.0M | $72.9M | ||
| Q3 24 | $231.9M | $126.0M | ||
| Q2 24 | $173.0M | $141.5M | ||
| Q1 24 | $51.1M | $87.0M |
| Q4 25 | $200.5M | $111.2M | ||
| Q3 25 | $209.8M | $147.5M | ||
| Q2 25 | $192.0M | $73.0M | ||
| Q1 25 | $83.4M | $71.5M | ||
| Q4 24 | $194.9M | $47.9M | ||
| Q3 24 | $212.0M | $106.2M | ||
| Q2 24 | $152.1M | $120.2M | ||
| Q1 24 | $23.9M | $65.7M |
| Q4 25 | 19.4% | 11.9% | ||
| Q3 25 | 19.6% | 15.0% | ||
| Q2 25 | 18.8% | 7.8% | ||
| Q1 25 | 8.9% | 8.2% | ||
| Q4 24 | 20.6% | 5.3% | ||
| Q3 24 | 21.9% | 11.4% | ||
| Q2 24 | 15.8% | 13.0% | ||
| Q1 24 | 2.7% | 7.5% |
| Q4 25 | 3.8% | 1.5% | ||
| Q3 25 | 1.8% | 2.1% | ||
| Q2 25 | 1.7% | 1.6% | ||
| Q1 25 | 2.2% | 2.2% | ||
| Q4 24 | 2.5% | 2.8% | ||
| Q3 24 | 2.1% | 2.1% | ||
| Q2 24 | 2.2% | 2.3% | ||
| Q1 24 | 3.0% | 2.4% |
| Q4 25 | 1.63× | 1.10× | ||
| Q3 25 | 1.22× | 1.47× | ||
| Q2 25 | 1.31× | 1.52× | ||
| Q1 25 | 0.71× | 0.94× | ||
| Q4 24 | 1.52× | 0.74× | ||
| Q3 24 | 1.33× | 1.15× | ||
| Q2 24 | 1.11× | 1.25× | ||
| Q1 24 | 0.41× | 0.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALLE
| Products | $750.2M | 73% |
| Allegion International | $237.7M | 23% |
| Services | $45.2M | 4% |
DCI
| Aftermarket Products | $447.1M | 48% |
| Industrial Filtration Solutions Products | $222.6M | 24% |
| Off Road Products | $86.5M | 9% |
| Life Sciences Segment | $80.0M | 9% |
| Other | $39.1M | 4% |
| Aerospace And Defense Products | $37.1M | 4% |
| On Road Products | $23.0M | 2% |
